FOUNDATION OF THE MONROE COUNTY BAR (EIN 166073110) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

KARL ESSLER ESQ

Phone

5855461817

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION OF THE MONROE COUNTY BAR, founded in 1951, is a small nonprofit in the Crime & Legal sector that reported $127K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 17% operating margin.

Mission

TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF THE MONROE COUNTY BAR ASSOCIATION WITH THE STATED PURPOSE OF FINANCING AND SUPPORTING SIGNIFICANT PROJECTS WHICH ADVANCE AND IMPROVE THE ADMINISTRATION OF JUSTICE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $44,447

Program Service Revenue $0

Investment Income $74,366

Other Revenue $8,503

TOTAL REVENUE $127,316

Expense Breakdown

Grants Paid $52,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,867

Other Expenses $53,419

TOTAL EXPENSES $105,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,316	$78,355	+0.6%
Expenses	$105,769	$120,795	-0.1%
Net Income	$21,547	$-42,440	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$146,292

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID G ROSS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM G BAUER	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA C REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
PETER ABDELLA	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT FORSYTH	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN BARKLEY	DIRECTOR	1.00	Director	$0	$0	$0
DUWAINE BASCOE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CONDON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DWYER	DIRECTOR - RESIGNED DURING YEAR	1.00	Director	$0	$0	$0
JULIA GARVER	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE COURTNEY	DIRECTOR	1.00	Director	$0	$0	$0
KARL ESSLER	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
AMY DIFRANCO	SECRETARY	1.00	Officer Director	$0	$0	$0
ALICE MESSINA	DIRECTOR - RESIGNED DURING YEAR	1.00	Director	$0	$0	$0
ROBERT YAWMAN	DIRECTOR - RESIGNED DURING YEAR	1.00	Director	$0	$0	$0
LANGSTON MCFADDEN	EX OFFICIO PRESIDENT MCBA - RESIGNED DURING YEAR	1.00	Director	$0	$0	$0
MAGGIE ROBB	PRESIDENT	1.00	Officer Director	$0	$0	$0
CASSANDRA RICH	EX OFFICIO CHAIR MCBA	1.00	Director	$0	$0	$0
JOHN LIEBSCHUTZ	DIRECTOR - RESIGNED DURING YEAR	1.00	Director	$0	$0	$0
MACKENZIE KELLERMEYER	TREASURER	1.00	Officer Director	$0	$0	$0
AMANDA DREHER	DIRECTOR	1.00	Director	$0	$0	$0
RYAN LEFKOWITZ	DIRECTOR - JOINED DURING YEAR	1.00	Director	$0	$0	$0
RICHARD MCGUIRK	DIRECTOR - JOINED DURING YEAR	1.00	Director	$0	$0	$0
SAREER FAZILI	EX OFFICIO CHAIR ELECT MCBA - JOINED DURING YEAR	1.00	Director	$0	$0	$0
EVAN THOMPSON	DIRECTOR - JOINED DURING YEAR	1.00	Director	$0	$0	$0
KEVIN RYAN	EXECUTIVE DIRECTOR	8.00	Officer	$0	$18,622	$146,292

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$127,316	$105,769	$837,914	$21,547
2023	$78,355	$120,795	$823,701	$-42,440
2022	$104,399	$104,852	$773,285	$-453
2021	$103,133	$113,510	$921,079	$-10,377
2020	$85,191	$440,157	$798,327	$-354,966
2019	$90,721	$184,946	$1,174,794	$-94,225

FOUNDATION OF THE MONROE COUNTY BAR